DB
CFP
DB
CFP

David Lee Biliter

35 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
1,451 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$5.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.15%
$2.5M - $10.0M0.90%
$10M+0.70%

Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8540 Colonnade Center Drive, Raleigh, NC, 27615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves as President of SVB Wealth, LLC, a registered investment advisor firm and subsidiary of First Citizens Bank. This board position takes about a quarter of his time.

Employment History
Current Registrations
Svb Wealth
January 2024 - Present · 2 yrs 1 mo
First Citizens Investor Services, INC.
January 2021 - Present · 5 yrs 1 mo
First Citizens Investor Services, INC.Broker
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Arvest Wealth Management
October 2012 - November 2020 · 8 yrs 1 mo
Arvest Wealth ManagementBroker
September 2012 - November 2020 · 8 yrs 2 mos
LPL Financial LLC
October 2011 - August 2012 · 10 mos
LPL Financial LLCBroker
October 2011 - August 2012 · 10 mos
Uvest Financial Services Group, INC.Broker
January 2007 - October 2011 · 4 yrs 9 mos
Uvest Financial Services Group, INC.
January 2007 - October 2011 · 4 yrs 9 mos
Amsouth Investment Management Company LLC
April 2004 - August 2006 · 2 yrs 4 mos
Amsouth Investment Services, INC.Broker
January 2004 - August 2006 · 2 yrs 7 mos
Amsouth Investment Services, INC.
January 2004 - April 2004 · 3 mos
Invest Financial CorporationBroker
January 1999 - January 2004 · 5 yrs
Hancock Investment Services, INC.Broker
July 1996 - July 1998 · 2 yrs
Gna Securities, INC.Broker
June 1990 - November 1995 · 5 yrs 5 mos
Nylife Securities INC.Broker
April 1989 - October 1989 · 6 mos
The Planner's Securities Group, INC.Broker
July 1987 - April 1989 · 1 yr 9 mos
State Registrations3 states
MANCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.